About My Self
I am Pradip Kumar Roy, a successful, Trusted and experienced Insurance & Investment Advisor in India. who has been providing sound financial planning, insurance and investment advice to clients for over 22 years. I am very happy to have served more than two thousand clients and I am committed to continue this continuity in the future. To date, 2000+ satisfied customers have trusted me to make financial decisions, and their trust is my greatest achievement.
My mission —
Provide financial security to every family
Make investing easy and profitable
Strengthen the future of customers
I am an Authorized Representative of –
- LIC of India (Life Insurance Corporation of India)
- National Insurance Company Limited
- Star Health and Allied Insurance
- AMFI Registered Mutual fund Distributor
- LIC Housing Finance (LICHFL)
Also, I am associated with all Mutual Fund AMCs in India and provide professional advice to clients on SIP Investment Plan, SWP Investment Plan and all category of mutual fund Investment Strategy.
The services Category
Life Insurance (LIC Policies)
Health Insurance ( National Insurance Company Ltd & Star Health Insurance Plans)
General Insurance :- Home & Property, Fire, Motor, Travel, Marine, etc.(National Insurance)
Mutual Fund Investments (SIP, SWP, STP & Other’s)
Retirement Planning & Wealth Creation
Child Education & Future Financial Security
Home Loan (LIC-HFL)
Why choose me?
22+ years of experience – Reliable and proven service
Customer-centric advice – Insurance and investment planning according to your needs
One-Stop Solution – Insurance + Mutual Fund Investments together with the right guidance
Trust and confidence – Experience of being with countless satisfied customers.
My goal is to guide every customer in the right direction in financial security, long-term wealth accumulation and future planning.